Confluence Wealth Services, Inc. First Tr Exchange Traded First Transaction History

Confluence Wealth Services, Inc.

$1.21 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$60.76 - $63.9 $18,228 - $19,170	-300 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$56.36 - $61.91 $16,908 - $18,573	300 New	300 $18,000

Others Institutions Holding FXG

# of Institutions

132

Shares Held

4.14M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

906K
Shares

$60.4 Million
1.1% of portfolio
Morgan Stanley New York, NY

460K
Shares

$30.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

363K
Shares

$24.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

237K
Shares

$15.8 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

163K
Shares

$10.9 Million
0.4% of portfolio

About FIRST TR EXCHANGE TRADED FIRST

Ticker FXG
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